Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VQNPX (VANGUARD GROWTH AND INCOME FUND INVESTOR SHARES) | 5.70% | 13.26% | 18.85% | 16.51% | 12.77% | 14.43% | 9.93% | 10.48% |
Data as of 07/01/2025, AR inception is 01/19/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VQNPX (VANGUARD GROWTH AND INCOME FUND INVESTOR SHARES) | 01/19/1987 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 13.26 | 18.85 | 16.51 | 12.77 | 14.43 | 9.93 | 10.48 | 5.70 | 25.72 | 24.72 | -17.26 | 28.74 | 17.90 | 29.66 | -4.71 | 15.74 | 11.98 | 2.02 | 14.20 | 32.59 | 16.91 | 2.42 | 14.62 | 22.45 | -37.73 | 2.40 | 14.01 | 5.82 | 11.11 | 30.15 | -21.95 | -11.13 | -8.93 | 26.11 | 23.95 | 35.42 | 23.14 | 35.93 | -0.61 | 13.76 | 2.59 | 26.65 | -2.73 | 32.00 | 16.80 | -7.16 |
| Sharpe Ratio | NA | 0.48 | 0.84 | 0.87 | 0.60 | NA | NA | 0.45 | 0.36 | 1.63 | 1.61 | -0.78 | 2.17 | 0.51 | 2.23 | -0.35 | 1.91 | 0.89 | 0.13 | 1.25 | 2.92 | 1.35 | 0.10 | 0.80 | 0.83 | -0.93 | -0.05 | 0.99 | 0.33 | 0.89 | 1.75 | -0.89 | -0.66 | -0.58 | 1.25 | 1.00 | 1.78 | 1.63 | 4.22 | -0.37 | 1.28 | 0.01 | 1.66 | -0.52 | 2.00 | 0.69 | -0.46 |
| Standard Deviation(%) | NA | 20.24 | 17.46 | 17.56 | 18.61 | NA | NA | 18.29 | 24.45 | 13.58 | 13.17 | 23.99 | 13.25 | 34.62 | 12.64 | 17.42 | 7.92 | 13.16 | 15.38 | 11.37 | 11.16 | 12.55 | 23.01 | 18.18 | 26.90 | 41.44 | 16.34 | 10.77 | 10.85 | 11.33 | 16.85 | 25.94 | 21.05 | 22.76 | 18.19 | 20.53 | 17.71 | 11.88 | 7.57 | 9.98 | 9.05 | 9.94 | 13.66 | 15.72 | 13.02 | 17.13 | 25.66 |
| Draw Down(%) | NA | 19.68 | 19.68 | 23.36 | 34.33 | NA | NA | 56.93 | 19.68 | 9.61 | 9.31 | 23.36 | 5.30 | 34.33 | 7.13 | 19.89 | 3.99 | 10.47 | 11.31 | 7.72 | 5.54 | 9.79 | 18.88 | 15.21 | 27.38 | 48.83 | 11.43 | 8.67 | 7.55 | 7.65 | 13.30 | 31.59 | 28.37 | 17.46 | 11.18 | 21.73 | 11.24 | 8.64 | 3.05 | 8.59 | 4.99 | 5.90 | 5.96 | 18.94 | 7.59 | 7.08 | 33.04 |
| Yield(%) | 0.00 | 10.74 | 10.48 | 11.89 | 9.86 | 14.55 | 8.85 | 17.76 | 0.00 | 13.16 | 9.92 | 7.26 | 17.11 | 7.16 | 5.09 | 6.96 | 1.67 | 7.34 | 7.21 | 8.40 | 1.91 | 2.33 | 1.86 | 1.83 | 1.97 | 1.75 | 12.98 | 1.73 | 1.62 | 1.51 | 1.51 | 1.01 | 0.96 | 4.97 | 5.23 | 6.14 | 16.30 | 11.07 | 7.46 | 4.82 | 12.71 | 2.70 | 3.58 | 3.27 | 4.28 | 3.45 | 2.32 |
Data as of 07/01/2025, AR inception is 01/19/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VQNPX (VANGUARD GROWTH AND INCOME FUND INVESTOR SHARES) |
-16.63%
Feb 2006 - Feb 2009 |
-7.54%
Feb 2004 - Feb 2009 |
-3.44%
Feb 1999 - Feb 2009 |
3.44%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VQNPX (VANGUARD GROWTH AND INCOME FUND INVESTOR SHARES) |
33.16%
Mar 1995 - Mar 1998 |
28.79%
Dec 1994 - Dec 1999 |
18.99%
Aug 1990 - Aug 2000 |
15.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart